DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at JANNEY MONTGOMERY SCOTT LLC
Mansfield, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | Jul 10, 2020 | n/a | yes | Mansfield, OH | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 18, 2013 | Jul 14, 2020 | no | MANSFIELD, OH | Previous registration |
| EDWARD JONES | National bd RIA | Apr 13, 2010 | Oct 22, 2013 | no | BELLVILLE, OH|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | JANNEY MONTGOMERY SCOTT LLC | Jul 14, 2020 | Jul 10, 2020 | -4 | Firm change | Wirehouse to ibd |
| EDWARD JONES | WELLS FARGO ADVISORS | Oct 22, 2013 | Oct 18, 2013 | -4 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:463:OH:2020-07-14 | Jul 14, 2020 | Jul 10, 2020 | MANSFIELD, OH | Firm change |